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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1376	HFM Hartford Financial Management Hartford, Connecticut	$60K	+$63.5K	1	0.04%	New
1377	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$57K	-$381K	4	0.03%	Reduced
1378	FFC First Financial Corp Terre Haute, Indiana	$57K	+$7.06K	1	0.03%	Increased
1379	KCPG Kavar Capital Partners Group Leawood, Kansas	$57K	+$51.4K	2	0.04%	New
1380	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$56K	+$23.4K	3	0.03%	Increased
1381	KCM Karp Capital Management Sausalito, California	$55K	$0	1	0.04%	Maintained
1382	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$54K	$0	1	0.01%	Maintained
1383	AIM Advantage Investment Management Cedar Rapids, Iowa	$53K	+$12.9K	5	0.03%	Increased
1384	LFR Lehman Financial Resources Media, Pennsylvania	$53K	$0	1	0.03%	Maintained
1385	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$49.6K	$0	1	0.06%	Maintained
1386	ARMC American Research & Management Company Marion, Massachusetts	$49K	+$26.1K	2	0.02%	Increased
1387	HMS Hanseatic Management Services Albuquerque, New Mexico	$49K	+$47.4K	1	0.02%	New
1388	AC Amici Capital New York	$46K	$0	1	0%	Maintained
1389	TCCM Timber Creek Capital Management Boston, Massachusetts	$41K	$0	1	0.03%	Maintained
1390	FI FCM Investments Dallas, Texas	$40K	$0	1	0.02%	Maintained
1391	KAS Kemnay Advisory Services New York	$40K	$0	1	0.03%	Maintained
1392	SMG Spectrum Management Group Indianapolis, Indiana	$38K	+$9.96K	1	0.01%	Increased
1393	VIA Vantage Investment Advisors State College, Pennsylvania	$37K	-$81.1K	4	0.02%	Reduced
1394	BKA Brick & Kyle Associates Newtown, Pennsylvania	$36K	$0	2	0.03%	Maintained
1395	LWM LBA Wealth Management Jacksonville, Florida	$36K	+$37.4K	1	0.02%	New
1396	BCM Barometer Capital Management Toronto, Ontario, Canada	$35K	+$30.8K	1	0%	New
1397	SignatureFD Atlanta, Georgia	$35K	+$33K	4	0.01%	Increased
1398	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$35K	$0	1	0.02%	Maintained
1399	HI Hudock Inc Williamsport, Pennsylvania	$32K	-$78.6K	3	0.01%	Reduced
1400	CCS Crosspoint Capital Strategies Orinda, California	$31K	+$20.3K	2	0.01%	Increased